External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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Equity Bottom-Up

<ul><li>Demand recovery across segments to propel earnings Godrej Agrovet (GOAGRO) is likely to witness better demand across its segments of Palm Oil, Animal Feed (AF) and Crop Protection (CP).</li><li>Conversely, the palm oil business is likely to be a beneficiary of rising prices.</li><li>The palm oil prices rallied 42% YoY to USD1,383/t as of Jan'22..</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Demand recovery across segments to propel earnings Godrej Agrovet (GOAGRO) is likely to witness better demand across its segments of Palm Oil, Animal Feed (AF) and Crop Protection (CP).Conversely, the palm oil business is likely to be a beneficiary of rising prices.The palm oil prices rallied 42% YoY to USD1,383/t as of Jan'22..Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Demand recovery across segments to propel earnings

<p>In this note, we have analyzed the recent trends in palm oil prices, the parameters driving these prices, and the corresponding impact on the Palm Oil business of GOAGRO the revenue/EBITDA contribution for which stood at 12%/17% (as of FY21). Here are the key highlights:...</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

In this note, we have analyzed the recent trends in palm oil prices, the parameters driving these prices, and the corresponding impact on the Palm Oil business of GOAGRO the revenue/EBITDA contribution for which stood at 12%/17% (as of FY21). Here are the key highlights:...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India

Godrej Agrovet Limited (GAVL) operates as an animal feed and agribusiness company. The Company specializes in poultry processing, animal feed, oil palm plantations, crop protection, agri inputs, and dairy products. GAVL serves customers worldwide.

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Godrej Agrovet Ltd (GOAGRO IN)

Demand recovery across segments to propel earnings

Demand recovery across segments to propel earnings Godrej Agrovet (GOAGRO) is likely to witness better demand across its segments of Palm Oil,...

Motilal Oswal

Rising palm oil prices expected to taper

In this note, we have analyzed the recent trends in palm oil prices, the parameters driving these prices, and the corresponding impact on the Palm...

Motilal Oswal

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